Estate Planning  
Estate and Inheritance Tax Returns
  • Work with family advisors to ensure the protection of your assets and that these assets properly pass to the next generation.
  • Present ideas to help reduce the burden of estate taxes.
  • Prepare Pennsylvania Inheritance tax returns for smaller estates.
  • Assist with the use of gifting assets.


Accounting  |   Bookkeeping  |   Estate Planning  |   Tax Return  |   Tax Planning



641 Broadway Avenue - McKees Rocks, PA 15136   Phone: 412-331-1120
300 Mt. Lebanon Blvd., Suite 203 - Mt. Lebanon, PA 15234   Phone: 412-341-6600